Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.


THIS WEEK’S PODCAST

Fresh or Rotten? Rating Dentists’ Biggest Financial Decisions

With the Oscars just around the corner, Matt, Jake, and Christine borrow a page from Rotten Tomatoes to rate some of the most common financial decisions dentists make. From 401(k)s and brokerage accounts to the often-overlooked importance of bookkeeping and financial organization, they break down which strategies actually hold up over time. They also dive … Continued




Fresh or Rotten? Rating Dentists’ Biggest Financial Decisions

With the Oscars just around the corner, Matt, Jake, and Christine borrow a page from Rotten Tomatoes to rate some...

How Dentists Should Pay Themselves (and Why It Matters)

On this episode of The Dentist Money Show, Will Gochnour, CFP® and Christine Uhen, CEPA, break down the financial fundamentals...

Why Your Finances Feel Complicated—and How to Simplify Them

On this episode of The Dentist Money Show, Matt has a conversation with Carl Richards, CFP® about simplifying money and...

Listener Q&R #11: What is Direct Indexing?; Is the 4% Rule Dead?; Should You Save For The Future or Enjoy Life Now?

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer questions that are...

How Does a Dentist Know When They Are Ready to Retire?

On this episode of The Dentist Money Show, Matt, Jake, and Will dive into what it really means for dentists...

2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part Two

On this episode of the Dentist Money Show, Ryan, Matt, and Cody reflect on 2025’s biggest themes in dentistry and...

Goal Setting for Dentists: How to Build Habits That Stick

On this episode of The Dentist Money Show, Matt, Jake, and Christine break down how dentists can set goals that...

2025 Dentist Financial Benchmarks: How Are Dentists Really Feeling? Part One

On this episode of the Dentist Money Show, Ryan, Matt, and Cody reflect on 2025’s biggest themes in dentistry and...

Taxes 101 for Dentists: Making Better Tax Decisions at Every Stage of Your Career

On the final episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to...

How to Crash Proof Your Portfolio

On this episode of The Dentist Money Show, Matt, Jake, and Rabih explain why diversification is one of the most...

Listener Q&R #10: Is Specializing Worth It? How Do You Know When Work Is Optional?

On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan break down what it...

Build a Tax-Efficient Portfolio Without Sacrificing Returns

On this episode of The Dentist Money Show, Matt and Rabih explain why successful investing starts with maximizing after-tax wealth,...